01 · Connect 02 · Configure 03 · Generate 04 · Publish
How CRM Relay Works

Four steps from sign-up
to fully automated.

CRM Relay connects to your existing GoHighLevel account and takes over your social media marketing — no new tools, no extra staff, no learning curve.

Step 01

Connect your GoHighLevel account

CRM Relay links directly to your GoHighLevel or AgentCRM account using your existing API credentials. Your social channels — Facebook, Instagram, LinkedIn, Google Business, YouTube — connect through GHL's native social planner. Nothing new to log into. Nothing to migrate.

  • Works with GoHighLevel and all white-label versions (AgentCRM, etc.)
  • Connects to all GHL-linked social channels automatically
  • Your existing GHL social planner remains your control panel
  • Self-serve setup takes under 10 minutes — full onboarding guide included
Connected Channels

✅ Facebook Page

Patriots Insurance · Oxford, NC

✅ Instagram Business

@patriotsins

✅ LinkedIn Page

Patriots Insurance Agency

✅ Google Business

Patriots Insurance — Oxford NC

Step 02

Tell us about your agency

Answer a short onboarding form about your agency — your lines of business, service area, target market, brand voice, and any topics you want to emphasize. CRM Relay uses this profile to generate content that sounds like you wrote it yourself.

  • Lines of business: Life, Health, P&C, Annuities, and more
  • Service area: county, city, state, or specific zip codes
  • Target markets: seniors, families, federal employees, small business
  • Brand voice: professional, educational, community-focused, faith-based
Agency Profile
Life & Health P&C Annuities
Oxford NC Granville County Durham VA
Federal Employees Seniors Families
Step 03

AI generates your content calendar

CRM Relay's AI engine — powered by Claude, FLUX Ultra for images, and ElevenLabs for voiceover — creates a full month of content tailored to your agency. Posts are written with SEO built in: keywords, local signals, proper heading structure, and meta descriptions on every piece.

  • Educational posts that position you as the local expert
  • Product-specific posts (Medicare, FEGLI, homeowners, auto)
  • FLUX Ultra AI images — no stock photos, no generic graphics
  • ElevenLabs voiceover for video posts (Agency and Pro)
  • Every post SEO-optimized on all plans

📈 SEO that gets sharper over time

CRM Relay's SEO engine works from day one — every post is written with local keywords, NAP signals, and search-friendly structure built in. As your account accumulates engagement data, scheduling times and content focus sharpen automatically to reflect what's actually working for your specific audience. The system gets smarter the longer it runs.

Sample Generated Post

📋 Medicare Open Enrollment — What Oxford NC Residents Need to Know

Open Enrollment is October 15 – December 7. If you haven't reviewed your Part D drug plan in the last 12 months, you could be paying too much...

🖼️ FLUX Ultra image generated

Warm, professional — Oxford NC family imagery

Step 04

Scheduled and ready.
You stay in control.

CRM Relay handles the scheduling mechanics — correct platforms, correct times, correct CTAs. Content is generated by AI and queued for publication. AI-generated content requires human oversight. Review your queue regularly. Scheduling is reliable. Content accuracy is your responsibility.

  • Posts scheduled at platform-optimized times for maximum reach
  • Publishes across all connected channels at scheduled times
  • 30-day scheduling horizon on monthly billing · 365-day on annual — all tiers
  • Edit, reschedule, or delete any post at any time inside GHL before it publishes

⚠️ AI Content Requires Supervision

Think of CRM Relay like a capable new employee — it works hard and gets a lot done, but it needs supervision and follow-up to make sure it accurately reflects what you want. AI-generated content can contain factual errors, outdated information, incorrect statistics, or language that doesn't match your voice. Once a post publishes, it is your responsibility — just as it would be if an employee sent a message on behalf of your business. Review your scheduled queue regularly. Use Draft Mode if you operate in a regulated industry such as insurance, financial services, or healthcare.

Autopilot Mode — Live Schedule

✅ Tuesday 9:00 AM · Facebook + Instagram

What is an Umbrella Policy? Why Every NC Homeowner Should Have One.

✅ Thursday 11:00 AM · LinkedIn + Facebook

5 Things Federal Employees Should Know About FEGLI Before They Retire.

✅ Saturday 10:00 AM · Google Business

Why Oxford Businesses Choose a Local Agent Over a 1-800 Number.

Draft Mode: posts appear here unscheduled. Nothing publishes until you act.

Pro Plan — Exclusive

Blog content that builds
long-term search equity

Pro adds full AI blog post generation published directly to your GoHighLevel blog. Every article is built around high-value insurance keywords for your market — creating a body of content that brings in organic traffic month after month.

✍️

AI Blog Generation

Full-length educational articles on Medicare, FEGLI, homeowners, auto, life, and more — written for your target market and published to your GHL blog automatically.

🔍

SEO Optimization

Every article includes targeted keywords, optimized meta descriptions, proper H1/H2 structure, and local search signals for Granville County, Durham, and your service area.

📈

Local Search Rankings

Consistent, keyword-targeted publishing signals to Google that your agency is the local authority on insurance topics — driving organic leads that compound over time.

Ready to put your agency
on autopilot?

Connection takes under 10 minutes. Full onboarding guide included. You will be live the same day.

Start Free Trial →

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